KANSAS METHODIST FOUNDATION INC (EIN 480697195) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

REV DR DUSTIN PETZ

Phone

6206649623

Tax Period

2023-01-01 to 2023-12-31

KANSAS METHODIST FOUNDATION INC, founded in 1964, is a community nonprofit in the Religion sector that reported $1.8M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.7M left a modest 3% surplus.

Mission

RECEIVE GIFTS, BEQUESTS AND DONATIONS TO BE HELD IN TRUST TO INVEST AND ADMINISTER FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL USE TO MAINTAIN AND FURTHER THE PROGRAMS AND MISSIONS OF THE UNITED METHODIST CHURCH AND CHURCHES RELATED TO THE METHODIST MOVEMENT AND TO ACCEPT GIFTS THAT PROVIDE BENEFITS TO OTHER NOT-FOR-PROFIT, TAX EXEMPT ORGANIZATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $724,794

Program Service Revenue $300,474

Investment Income $753,981

Other Revenue $0

TOTAL REVENUE $1,779,249

Expense Breakdown

Grants Paid $988,463

Salaries & Benefits $430,641

Fundraising Expenses $0

Program Expenses $1,471,346

Other Expenses $299,126

TOTAL EXPENSES $1,718,230

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,779,249	$1,608,797	+0.1%
Expenses	$1,718,230	$1,825,776	-0.1%
Net Income	$61,019	$-216,979	-1.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$361,007

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDRA HOLT	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
REV LANCE CARRITHERS	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
REV GARY BEACH	SECRETARY	1.00	Officer Director	$0	$0	$0
MELINDA PARKS	TREASURER	1.00	Officer Director	$0	$0	$0
GARTH STRAND	TRUSTEE	1.00	Director	$0	$0	$0
RANDY CLINKSCALES	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL TOMSON DEGREEFF	TRUSTEE	1.00	Director	$0	$0	$0
RON HOLT	TRUSTEE	1.00	Director	$0	$0	$0
SHAWN WYATT	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
MARK QUEEN	TRUSTEE	1.00	Director	$0	$0	$0
STEVE SCHULTE	TRUSTEE	1.00	Director	$0	$0	$0
CAROL SHELTON	TRUSTEE	1.00	Director	$0	$0	$0
JANICE FRAHM	TRUSTEE	1.00	Director	$0	$0	$0
REV ANDREW CONARD	TRUSTEE	1.00	Director	$0	$0	$0
SUE DONDLINGER	TRUSTEE	1.00	Director	$0	$0	$0
REV JO MEAD	TRUSTEE	1.00	Director	$0	$0	$0
DUANE DUNN	TRUSTEE	1.00	Director	$0	$0	$0
REV EVELYN FISHER	TRUSTEE	1.00	Director	$0	$0	$0
STEVE MORRIS	TRUSTEE	1.00	Director	$0	$0	$0
DUSTIN PETZ	PRESIDENT	40.00	Officer	$140,400	$30,045	$170,445
GLORIA MARKUS	DIRECTOR OF FINANCE	40.00	Officer	$70,200	$10,020	$80,220
TYLER CURTIS	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$95,040	$15,302	$110,342

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,779,249	$1,718,230	$75,049,750	$61,019
2022	$1,608,797	$1,825,776	$68,866,637	$-216,979
2021	$1,809,675	$1,780,789	$76,189,841	$28,886
2020	$1,806,908	$1,503,000	$60,683,142	$303,908
2019	$2,533,668	$1,568,661	$54,229,712	$965,007
2019	$2,533,668	$1,568,661	$54,229,712	$965,007
2018	$2,546,046	$1,780,372	$48,511,483	$765,674

KANSAS METHODIST FOUNDATION INC